“The Sector Rotation Just Changed. Here’s What’s Leading”
BIL is a preferred bond investment on the shorter end of the curve, where outperformance lies.
And we have IEI, SHY, and BIL. That's the shorter end of the curve as real clear outperformer.
The most important message is that the preference for bond investments should be on the shorter end of the curve. BIL, SHY, IEI. So, that's 1 to 3 months, 1 to 3 years, and 3 to 7 years.
That's where that's where your alpha lies. That's where where your outperformance lies.